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Original filing (PDF)20250602101709NAL0006730787001
AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
Form 5500
FILING_RECEIVED
ATD 403(B) EMPLOYEE SAVINGS PLAN
403(b) retirement plan
Active participants
166
Accounts w/ balance
227
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT.
Plan sponsor
Name
AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
EIN
39-0852310
Address
1640 KING STREET · PO BOX 1443 · ALEXANDRIA, VA · 22314
Phone
(703) 683-8119
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTEMENT ADVISOR | $52K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
Investments
26 direct securities· $31.1M(100% of reported assets)
Uncategorized
$30.7M
25 holdings
Mutual Funds
$342K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opportunities I N/R | — | — | — | $6.8M | 21.7% | |
| Fidelity 500 Index N/R | — | — | — | $5.9M | 19.0% | |
| T. Rowe Price Retirement 2040 N/R | — | — | — | $3.4M | 10.8% | |
| T. Rowe Price Retirement 2050 N/R | — | — | — | $1.6M | 5.1% | |
| T. Rowe Price Retirement 2030 N/R | — | — | — | $1.4M | 4.4% | |
| Dodge & Cox Dodge & Cox Income X N/R | — | — | — | $1.2M | 3.9% | |
| Investment Contracts * New York Life Insurance New York Guaranteed Account N/R | — | — | — | $1.1M | 3.6% | |
| Putnam Large Cap Val R6 N/R | — | — | — | $1.1M | 3.5% | |
| American Funds EuroPacific Growth R6 Fund N/R | — | — | — | $1.1M | 3.5% | |
| T. Rowe Price Retirement 2045 N/R | — | — | — | $961K | 3.1% | |
| T. Rowe Price Retirement 2035 N/R | — | — | — | $879K | 2.8% | |
| T. Rowe Price Retirement 2055 N/R | — | — | — | $841K | 2.7% | |
| Fidelity US Bond Index N/R | — | — | — | $750K | 2.4% | |
| Fidelity Extended Market Index Fund N/R | — | — | — | $558K | 1.8% | |
| Fidelity International Index Fund N/R | — | — | — | $524K | 1.7% | |
| Transamerica Mid Cap Value Opportunities R6 N/R | — | — | — | $457K | 1.5% | |
| Self-Directed Brokerage Accounts Various Personal Choice Retirement N/R | — | — | — | $442K | 1.4% | |
| T. Rowe Price Retirement 2060 N/R | — | — | — | $405K | 1.3% | |
| AllianceBernstein Small Cap Growth Z N/R | Mutual Funds | — | — | $342K | 1.1% | |
| Goldman Sachs Small Cap Value Insights R6 N/R | — | — | — | $335K | 1.1% | |
| MFS Mid Cap Growth R6 N/R | — | — | — | $318K | 1.0% | |
| T. Rowe Price Retirement 2025 N/R | — | — | — | $299K | 1.0% | |
| Company * Transamerica Financial Life Insurance Company/General N/R | — | — | — | $141K | 0.5% | |
| Cohen & Steers Real Estate Securities Z N/R | — | — | — | $136K | 0.4% | |
| Account Participant Loans Participant Loans Interest Rates: 4.25% - 9.50% $0 | — | — | — | $102K | 0.3% | |
| T. Rowe Price Retirement 2020 N/R | — | — | — | $75K | 0.2% |
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